today bouncing back, hewlett-packard often don didn't hurt either. technologies are busy, some names that are helping that index along. let's take a look at herbalife. taking 8.2% stake in herbalife according to a filing with scene in the trading too high is halted, one of the circuit breakers, there is, up $2, $40, $40.42 per share. cheryl: a strong start earnings season from alcoa. my next guest has substantially reduced its estimates for fourth-quarter growth. a senior earnings analyst. john, you are right about the third-quarter numbers, predicted many of the bigger companies were coming in, why are you so concerned about the fourth quarter? >> heading into the earnings season expecting growth of 9% at the start of the quarter. seven of the 10 sectors have seen a decline in expectations. the biggest estimates in materials, information technology and financial sector. analysts taking down the estimates quite substantially. cheryl: one of the things you ye pointing to with regards to it is apple. you said apple will be a negative piece of the story